What We Do > Investment Insights > Private Banking

Private Banking

Automation-powered customised research solutions for private banks

Blogs | UK Economy: Navigating Turbulent Waters

Read more

Preferred Research Partner for Private Banks

SG Analytics is one of the leading analytics firms in the UK that has more than a decade of experience in providing research and analytics solutions for private banks. Our teams are proficient in handling research and analytical requirements of global private banks and also assisting private banks in executing engagements of varying complexity and scope, drafting strategy reports and screening of event updates and newsletters.

Leverage our automation-powered solutions and flexible engagement model for quick and efficient coverage of the investment universe.

Get in touch
private banking research services

What We Offer

Our in-depth understanding of multiple asset classes and market dynamics qualify us to formulate optimum investment strategies and create high-quality investment ideas for our clients.

  • Idea generation and screening for bonds and stocks via top-down and bottom-up approaches
  • Weights and KPIs for the screening process in line with the client’s investment preferences for region, size and valuation including special parameters such as ESG scores
  • Identify churns and corresponding replacements through auto-updating screeners
  • Extensive support in preparing investment strategy notes and periodical updates
  • Prepare CIO newsletters along with other external research-related communication

Our clients can maintain and track large coverage universes across the globe using our scalable, hybrid and fully customised solutions.

  • Initiating coverage on new ideas to broaden the approved and recommended universe
  • Prepare company notes such as simple automated tearsheets as well as detailed company reports that include investment thesis, SWOT analysis, etc.
  • Collate concise and crisp investment memorandum for covered companies
  • Generate comprehensive yet reader-friendly summaries of sell-side research reports

Our clients can leverage our highly skilled and focused team of RPA experts who generate efficient semi- and fully automated outputs in order to increase the ‘value per dollar spent’.

  • Low time-to-market automated factsheets for scalable coverage universe
  • Optimise onshore productivity with automated periodic updates and distribution
  • Preparation of RIXML for metadata creation
  • Dedicated and highly skilled team to enable a seamless transition between incumbent providers
  • Interactive dashboards to track and present portfolio performance
  • Engaging and insightful visualisation to track CRO/RM performance

Why SGA

Robust IT infrastructure

Highly sophisticated IT infrastructure to securely share information

Global partnerships

Partner of choice for leading global private banks

Scalable

Highly customized, scalable and flexible solutions to cover large investment universes

Automation-driven solution to ensure a quick turnaround and ready-to-send output

Get in touch

Who We Work With

Insights

AI powered cash management

Whitepapers

AI-Powered Cash Management: Unlocking New Potential for Institutional Investors in the Money Market

The transformative potential of AI-powered cash management solutions for institutional investors in the money market aims to address the critical challenges...

ai content generation

Whitepapers

Behind the Curtain- The Dynamics of AI Content Generation

Generative artificial intelligence has emerged as a transformative force in the digital landscape, revolutionizing content creation across different...

SG Analytics_Investment Insigts_Whitepaper_China Real Estate

Whitepapers

China Real Estate - In Desperate Need of More Policy Measures

China’s real estate sector has been significantly impacted by the introduction of the three red lines policy, eventually leading to a liquidity crunch...

View All

CASE STUDIES

Solutions Tailored to Client Specifications: SG Analytics Explore Investible Targets Opportunities in Commercial FLS Systems

Delivering Holistic Investment Support: SG Analytics Identifies Investment Theme Creation and Target Opportunities in Healthcare

An Efficient Approach to Fostering Growth: SG Analytics Optimized Portfolio Monitoring Across Key Investments Sector

End-to-end Workflow Optimization: SG Analytics Empowers the Exploration of Favorable Market Conditions to Approach Potential Investors
View All

Providing customised, white-labeled research solutions to advisory and discretionary teams of global private banks.